Member Info for ShazbotNaNuNaNu

Well it's all gone a bit quiet, no news on the suspension dates from what I can see. Anyone else feeling unserved by the board at the moment?

Spent some time last night and over lunch today researching to try and get a view of when the likely findings for the legal review will be published. Varying dates out there on the internet, but unfortunately most are predicting July 2025 as the likely date for completion of the judicial review, and publication of the findings/result. It seems that the legal process doth proceed with very little velocity... Gonna see a lot of popcorn munched over the next couple of months......

Suspect the management will keep their powder dry, and avoid making any statements that may antagonize or influence the judicial process if they have any sense. Their lawyers presented a good case in a court of law, it's not a time to be making rash comments. Fingers crossed for a favorable result when it comes.

not a lot, large orangutang made some noises about tariffs on penguins in the arctic and it put the ****s up a load of investors... bit of a drop, probably recovery in flight, dependent on some high court judges making a bloody decision some time this century.... it will all be fine....

Topped up the ISA last week, so got some liquidity. Think a few thousand more may be in order. Still see plenty of upside in RR.

250 million population - If 1% buy a European car then it does matter, but as per my earlier post I think the type of buyer who purchased a RR or a Land Rover (pick any top European brand) doesn't give a Nats Ass about another 25% on top, they buy them as a premium, reliable brand which stands out from the F150 crowd...

I can validate that, I was in Miami in early March, and I saw literally hundreds of RR 4x4s and Land Rover Defenders in amongst G-Wagens, S-Class, A7s, Q7s, M3s, X7s, Porsches, all of the top European car brands. The folks buying these don't give a hoot about another 25% on top. If your going to splash over $150k against the wall on a car, another $20 or $30k is nothing to these people, Trump himself has a Rolls Royce (The irony), so frankly I wouldn't worry about the Oversized Orange Umpa Lumpurs latest tariff tantrums (And before anyone says it I know they are a different company). Personally it just feels like he does the first thing that comes in to his oversized Jaffa Orange sized head in the morning..

Well the £4.00 a share is kind of dependent on some sort of return to dividend payment, which again is dependent on how well the court case goes - Good result I can see a return to a small dividend payment in 2026, bad result not expecting a dividend until 2027. CBG have set money aside to cover compo, but exactly how much will be needed. If it's a bad result = more compensation = no dividend+share price suffers in 2026. High degree of uncertainty in my view, reliance on our Rachel to help to get a good result is not in my view very positive. GLA.

Apply a simple rule of survival, might be worth a punt, but absolutely do not put the house on it. Money and risk makes money, Rolls Royce, and AIG were always going to recover their share prices at some point in the future and it was just a matter of time. Close Brothers has no guarantees it will ever recover to the glory days of high teens share prices, and it's unlikely that with their sell off, cancellation of dividend, and current revenue they will ever reach even half that. If the court case goes badly you could halve that again. So, unless the court case goes extremely well, I would put a price on this share of around £4.00 at mid year in 2026 as a target. If it's better than that, then happy days, but do not, and I repeat do not put the house on this. GLA.

Similar interest - 32p average.... Not to many shares, but enough to leave a bit of a stain on an otherwise very good portfolio.....

Could be a selling opportunity if there wasn't enough resilience in place and it put Heathrow services at risk. Under a Labour govt a good excuse for taking back government control or critical National Infrastructure. Have been a significant holder in the past, but wouldn't want to be in this share at the moment.

Nor sure on that one. If there is one thing that the behavior of the oversized Umpa-Loompa has highlighted is that the UK and Europe cannot rely on or trust the US for any great military support or to operate a balanced view of trade. To summarize the Orange baby man wants it all his own way. Therefore my working assumption at the moment is that any British politician would need to be certifiably insane to give any American company access to the UK market to deploy Small Nuclear reactors, and the UK should IMHO be looking to secure critical national infrastructure through our own supply chain. As for the steel exports to the US, that's completely irrelevant and a drop in the ocean when you consider the US trade deficit. Trump is going after European and Asian manufactured goods, automotive, shipbuilding, Pharma, and technology, that is where he sees that the US is being cheated by lower tax regimes, and EU incentives that drive unfair competition. He won't give a jot of thought about a sub £400m pa export of steel.

Can't tell is the market liked the update - Share price reaction suggests not?

My gut feel on the SMR front is that Starmer will try and appease the Orange one by creating a joint venture to build SMRs in the UK with the US companies in partnership with RR. Personally I would feel happier living in the potential blast radius of a RR SMR taking in to consideration that most of the engineers will be UK based... Politically it's not a bad thing to do, and it does de-risk any project costs if they are shared, but I suspect it will impact the RR ability to become the true market leader in this technology.. We shall see, but there is no doubt the US companies will want a piece of the action, and the Orange one may well use this as a future bargaining chip...

I think us long suffering shareholders deserve an update. @Chillmanagement - Sort your $h1t out and communicate with the folks funding your company......

Think it's heading upwards. Think there is at least another 20% in this.

Holding what I have but an almost 5% uplift today makes me dream of the days when I could eat popcorn and drink good whiskey. This is going to be an interesting ride, suspect that this is going to be a news driven share, so if your buying take note of the political announcements and where this is going from a regulatory perspective. Suspect filthy money is to be made here, and hopefully lots of it, but don't bet your pension on it, maybe just a bit of it.

I like popcorn as much as the next man, but enough already.. My view might be slightly tainted due to an unfortunate stomach complaint which makes popcorn like Kryptonite to my system... Ho Hum... Keep up the great posts though Knot, I envy your calm demeanor and popcorn eating ways!

I don't overly care about Rachel, but if her actions make me money then happy days. I am sorry but don't have a huge amount of sympathy for folks who think they were hard done by as a result of paying commission as part of their car loans. The secret in life is read the small print, if your dumb enough to think that there are not a lot of people in the Finance supply chain making money from you, then more fool you.... This is a dog eat dog world, about time some people realized that.

Suspect with the current economic outlook these will continue to fall for a while. When they drop below a Pound they are a carpet Baggers dream. Buy in for long term growth or a buyout. I will be going deep in to my reserves to find a bag of cash at anything sub £1.